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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Robert Kassel (CRD# 1473673) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Naples, FL and has over 38 years of experience in the finance industry.
Harry Keener (CRD# 2867155) is an Investment Advisor Representative working at Keener Investments in Naples, FL and has over 26 years of experience in the finance industry.
Jolene Knapp (CRD# 1431188) is an Investment Advisor Representative working at Wells Fargo Advisors in Naples, FL and has over 37 years of experience in the finance industry.
Dale Kramer (CRD# 1255103) is an Investment Advisor Representative working at Commonwealth Financial Network in Naples, FL and has over 39 years of experience in the finance industry.
Jon Lamonge (CRD# 2533020) is an Investment Advisor Representative working at Lamonge Capital Management, LLC in Naples, FL and has over 29 years of experience in the finance industry.
Steven Lebens (CRD# 2216949) is an Investment Advisor Representative working at Lebens Advisory Group LLC in Naples, FL and has over 30 years of experience in the finance industry.
Jeffrey Lent (CRD# 1735135) is an Investment Advisor Representative working at Torray Investment Partners LLC in Naples, FL and has over 35 years of experience in the finance industry.
Charles Lewis (CRD# 1377009) is an Investment Advisor Representative working at Lewis Capital Management in Naples, FL and has over 35 years of experience in the finance industry.
David Martin (CRD# 1291133) is an Investment Advisor Representative working at Royal Fund Management, LLC in Naples, FL and has over 27 years of experience in the finance industry. David Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.